Aspiriant LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aspiriant LLC’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,321	Closed	-$204K	–	355
2025 Q4	$204K	Buy	+1,321	New	+$198K	0.01%	314
2022 Q2	–	Sell	-3,148	Closed	-$431K	–	296
2022 Q1	$431K	Buy	3,148 +1,700	+117%	+$225K	0.02%	187
2021 Q4	$204K	Buy	+1,448	New	+$192K	0.01%	273

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Aspiriant LLC's XLV Position: Q1 2026 in Review

Aspiriant LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,321 shares — an estimated $204K sold.

Aspiriant LLC first reported a position in XLV in Q4 2021 and held it in 3 quarters. The position peaked at $431K in Q1 2022. 1,821 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Aspiriant LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Aspiriant LLC sold 1,321 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $204K.
Aspiriant LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Aspiriant LLC's State Street Health Care Select Sector SPDR ETF position peaked at $431K in Q1 2022.
1,821 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.